Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SCAP 2.80%
2 SOIL 1.88%
3 FDM 1.09%
4 PSCM 1.04%
5 DEEP 0.92%
6 CGV 0.79%
7 SIXS 0.76%
8 XSHD 0.65%
9 RZV 0.64%
10 FYT 0.62%
11 WCEO 0.60%
12 IFRA 0.56%
13 BSVO 0.31%
14 FYX 0.30%
15 SQLV 0.29%
16 SVAL 0.29%
17 DGRS 0.24%
18 SEIS 0.24%
19 ISMD 0.21%
20 ROSC 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.65M (17.92%) -221.19K
Decreased by -4.75%
Mar 31, 25
2 Victory Capital Management Inc. 2.41M (9.27%) 15.37K
Increased by +0.64%
Mar 31, 25
3 Vanguard Group Inc 1.98M (7.63%) 29.96K
Increased by +1.51%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.57M (6.04%) -10.24K
Decreased by -0.65%
Mar 31, 25
5 AllianceBernstein L.P. 1.10M (4.24%) -227.38K
Decreased by -20.63%
Dec 31, 24
6 State Street Corporation 1.07M (4.11%) 18.87K
Increased by +1.77%
Mar 31, 24
7 State Street Corp 1.05M (4.05%) -27.78K
Decreased by -2.64%
Mar 31, 25
8 American Century Companies Inc 823.71K (3.17%) 83.68K
Increased by +10.16%
Mar 31, 25
9 Wellington Management Company LLP 712.43K (2.74%) 38.55K
Increased by +5.41%
Mar 31, 25
10 FMR Inc 673.70K (2.59%) -258.00
Decreased by -0.04%
Mar 31, 25
11 Geode Capital Management, LLC 620.63K (2.39%) 18.33K
Increased by +2.95%
Mar 31, 25
12 LSV Asset Management 601.25K (2.32%) 113.15K
Increased by +18.82%
Mar 31, 25
13 Arnhold & S. Bleichroeder Advisers, LLC 464.66K (1.79%) -173.72K
Decreased by -37.39%
Dec 31, 24
14 JPMorgan Chase & Co 422.00K (1.63%) 35.59K
Increased by +8.43%
Dec 31, 23
15 JONES FINANCIAL COMPANIES LLLP 389.52K (1.50%) 389.45K
Increased by +99.98%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 348.05K (1.34%) 860.00
Increased by +0.25%
Mar 31, 25
17 Charles Schwab Investment Management Inc 341.34K (1.31%) 22.53K
Increased by +6.60%
Mar 31, 25
18 Prudential Financial Inc 341.20K (1.31%) -61.05K
Decreased by -17.89%
Mar 31, 25
19 Bank of New York Mellon Corp 304.41K (1.17%) -11.19K
Decreased by -3.68%
Mar 31, 25
20 Northern Trust Corp 296.55K (1.14%) -16.01K
Decreased by -5.40%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Victory Sycamore Small Company Opp R 1.77M (6.83%) 0.00
Increased by 0.00%
Mar 31, 25
2 iShares Core S&P Small-Cap ETF 1.62M (6.24%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 808.61K (3.11%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 801.23K (3.09%) 2.50K
Increased by +0.31%
Apr 30, 25
5 Avantis US Small Cap Value ETF 726.36K (2.80%) 1.46K
Increased by +0.20%
May 31, 25
6 iShares Russell 2000 ETF 654.24K (2.52%) 0.00
Increased by 0.00%
May 31, 25
7 iShares US Infrastructure ETF 491.76K (1.89%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 422.52K (1.63%) 966.00
Increased by +0.23%
Apr 30, 25
9 DFA US Small Cap Value I 374.31K (1.44%) -15.41K
Decreased by -4.12%
Apr 30, 25
10 iShares S&P Small-Cap 600 Value ETF 261.64K (1.01%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity Small Cap Index 257.83K (0.99%) 2.46K
Increased by +0.95%
Mar 31, 25
12 Fidelity® Small Cap Index 255.65K (0.98%) 7.15K
Increased by +2.80%
Oct 31, 23
13 SPDR® Portfolio S&P 600 Sm Cap ETF 240.65K (0.93%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® Portfolio S&P 600™ Sm Cap ETF 232.49K (0.90%) 0.00
Increased by 0.00%
May 30, 25
15 iShares Russell 2000 Value ETF 231.69K (0.89%) 0.00
Increased by 0.00%
May 31, 25
16 Schwab Fundamental US Small Company ETF 211.99K (0.82%) 0.00
Increased by 0.00%
Apr 30, 24
17 AB Small Cap Value Advisor 207.65K (0.80%) -24.97K
Decreased by -12.03%
Apr 30, 25
18 First Eagle Small Cap Opportunity I 195.49K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
19 First Eagle US Small Cap Strategy 195.49K (0.75%) -218.02K
Decreased by -111.53%
Mar 31, 25
20 DFA US Targeted Value I 195.32K (0.75%) 2.07K
Increased by +1.06%
Apr 30, 25